Atala Financial Inc
CIK 0002053756 · CALABASAS, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$164.5M
2026 Q2
Positions
121
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GOOGL
ALPHABET INC
7.2%
VTI
VANGUARD INDEX FDS
6.5%
DE
DEERE & CO
4.3%
MAR
MARRIOTT INTL INC NEW CL A
3.1%
NVDA
NVIDIA CORP
3.0%
IBM
INTERNATIONAL BUSINESS MACHS
2.9%
MUC
BLACKROCK MUNIHLDNGS CALI QL
2.6%
MHD
BLACKROCK MUNIHOLDINGS FD IN
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.